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Estate Planning 101: What You MUST Do Before It’s Too Late
- 2025/02/19
- 再生時間： 17 分
- ポッドキャスト
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サマリー
あらすじ・解説
On this episode, Dr. Preston Cherry breaks down estate planning in a way that makes it clear: everyone needs a plan, not just the rich. He explains key documents like wills, living trusts, powers of attorney, and healthcare directives—tools that protect your assets and ensure your wishes are followed.
He also shares strategies to avoid probate, minimize taxes, and keep your family from unnecessary stress. Most importantly, he urges open conversations about estate planning to prevent future conflicts and make sure your legacy is honored.
Key Points:
• Estate planning is for all
• Wills and trusts protect assets
• Plan ahead to avoid probate
• Update documents, talk openly
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Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/